2023 Form 5500 filing — Owner-Operator Services 401(K) Pprofit Sharing Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015124514NAL0049451664001) for Owner-Operator Services 401(K) Pprofit Sharing Retirement Plan, reported by Owner-Operator Services, Inc. under EIN 43-1384897 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124514NAL0049451664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Owner-Operator Services, Inc.
- EIN
- 43-1384897
- Plan number
- 001
- Location
- Grain Valley, MO
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,006,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,006,579
- Employer contributions
- $554,554
- Participant contributions
- $1,322,800
- Total income / additions
- $5,608,403
- Benefits paid
- $1,869,291
- Administrative expenses
- $53,565
- Total expenses
- $1,923,437
- Net increase / (decrease)
- $3,684,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $34,994 | $0 |
| Resources Investment Advisors | NONE | $18,571 | not reported in the loaded dataset |